See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,155 | $92,703+46.9% | $82,719+64.6% | $134,475+1.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.68% | 944.92%-962.6pp | 701.18%-718.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $7,796 | $3,274+138.1% | $3,009+159.1% | $4,740+64.5% |
| Participant deferral / active EE | $8,446 | $4,802+75.9% | $4,395+92.2% | $6,400+32.0% |
| Admin fee / account holder | $25 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |